Compare AU
Compare IVV vs. ATEC
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares S&P 500 ETF (IVV) and the Betashares S&P/ASX Australian Technology ETF (ATEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | ATEC | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,404 | 197 |
Median incremental investment | $993.50 | $890.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,631.66 | $1,821.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | ATEC | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 274.14m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | COMPUTERSHARE LTD (10.58 %) WISETECH GLOBAL LTD (10.39 %) XERO LTD (10.15 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (46.20 %) Communication Services (25.95 %) Industrials (10.58 %) |
Top 3 countries | United States (99.92 %) | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) |
Management fee | 0.04 % | 0.48 % |
Key Summary
IVV | ATEC | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | S&P/ASX All Technology Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.48 % |
Price | $57.36 | $27.21 |
Size | $9.575 billion | $281.887 million |
10Y return | 223.13 % | N/A |
Annual distribution yield (5Y) | 10.73 % | 1.49 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 05/03/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | ATEC | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 16,404 | 197 |
Median incremental investment | $993.50 | $890.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,631.66 | $1,821.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | ATEC | |
|---|---|---|
Pros |
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Cons |
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IVV | ATEC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |